Gateway San Jose Team

 

At Gateway, we are a full-service financial firm committed to helping clients pursue their financial goals. We offer a wide range of financial services to individuals and business owners. We believe you will gain confidence in your goals and and make more informed decisions with sound financial advice from a skilled professional advisor. 

Please call us if you have any questions about our firm or the range of financial services we provide.

Our firm has relationships with many local financial service specialists (like trust attorneys, CPA's, realtors, lenders, etc).    If we don't offer the services or product best for you, we have a strong referral network that likely does have what you need.  

 

Gateway San Jose Team

 

 

Brian Lombardo, CPA, CFP, Branch Manager

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck